Abby FitzgeraldAbby Fitzgerald, CFP®Investment Associate
About Abby
Abby Fitzgerald is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The MP Group, she provides problem solving and implementation support for high-net-worth individuals, families, and institutions. Abby's responsibilities include addressing inquiries, onboarding procedures, and preparing financial documents. She serves as a dedicated resource for all client concerns.
Abby graduated from The George Washington University with a B.A. in Finance. With three years of experience in financial services, she began her career in 2021 at Goldman Sachs as a Financial Planner. She joined J.P. Morgan in 2023.
She holds FINRA Series 7, 66 and SIE securities licenses.
Abby is a CERTIFIED FINANCIAL PLANNER® professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the six hour comprehensive CFP® certification exam.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
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November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now